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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$27.2M +$17M +115,444 +174%
ES
52
Eagle Strategies
New York
$27.1M +$2.33M +15,854 +10%
MGIA
53
Moneta Group Investment Advisors
Missouri
$27.1M +$5.45M +37,028 +26%
EWA
54
EP Wealth Advisors
California
$27M +$5.35M +36,408 +25%
EWA
55
ERTS Wealth Advisors
Michigan
$26.5M +$4.7M +31,948 +22%
RJA
56
Raymond James & Associates
Florida
$26.3M -$1.06M -7,241 -4%
Jane Street
57
Jane Street
New York
$23.7M +$22.8M +155,128 +4,403%
BIA
58
BHK Investment Advisors
Alabama
$23.1M -$589K -4,003 -3%
AFS
59
Amtrust Financial Services
New York
$22M +$21.6M +147,000 New
PWM
60
Praetorian Wealth Management
California
$21.7M +$967K +6,572 +5%
KL
61
KWMG LLC
Kansas
$21.6M +$851K +5,789 +4%
BFA
62
Bragg Financial Advisors
North Carolina
$21.2M +$1.14M +7,728 +6%
OWM
63
Orgel Wealth Management
Wisconsin
$20.8M +$7.5M +50,992 +58%
WF
64
WoodTrust Financial
Wisconsin
$20M +$693K +4,713 +4%
SCA
65
Spearhead Capital Advisors
Florida
$19.9M -$241K -1,640 -1%
ML
66
McAdam LLC
Pennsylvania
$19.6M +$4.11M +27,945 +27%
CA
67
Capital Advantage
California
$19.6M +$88.5K +602 +0.5%
KAS
68
Kestra Advisory Services
Texas
$19.5M +$2.82M +19,172 +17%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$19M +$1.91M +13,020 +11%
FC
70
Forte Capital
New York
$18.7M
FWP
71
Falcon Wealth Planning
California
$18.3M +$1.9M +12,952 +12%
Prudential Financial
72
Prudential Financial
New Jersey
$18.1M -$17.8M -120,814 -50%
PCG
73
Private Capital Group
Connecticut
$17.9M -$721K -4,902 -4%
William Blair & Company
74
William Blair & Company
Illinois
$17.6M +$2.17M +14,748 +14%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$17.1M -$430K -2,925 -2%